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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Looking for an additional, fresh, minor holding in Consumer sector-- Bath & Body Works.
PE 8, well covers the dividend of 0.80 on $32USD price
Analyst earning forecast positive.
Morningstar Analyst rating 5 star. FV of $61USD.
For comparison: often-covered ULTA is 2 star now.
Thoughts? (any big red flags?)
With thanks.
Read Answer Asked by Dave on July 18, 2025
Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?
Read Answer Asked by Camille on April 29, 2025
Q: ULTA reported yesterday and the share price is down 15%+ today. Is this still a hold? If trying to free up money what order would you sell these 4 names ULTA, XPEL, INMD, EVVTY? Thx
Read Answer Asked by Adam on March 13, 2025
Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?

ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX
Read Answer Asked by Kel on January 02, 2025
Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?
Read Answer Asked by Gordon on December 04, 2024
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Read Answer Asked by Ben on November 20, 2024
Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?
Read Answer Asked by Andrew on November 19, 2024
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
Read Answer Asked by alex on October 24, 2024
Q: Hello 5i

I have held ULTA and SMCI (full positions) for about a year and am reconsidering them due to changes in forecast etc.
Could you suggest 5 alternate names in the US that project growth in the next 2-3 years?
They do not need to be sector specific just strong growth and good fundamentals.

Thank you tremendously for all you do!
Read Answer Asked by Josh on October 21, 2024
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Read Answer Asked by Neil on October 12, 2024
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
Read Answer Asked by Kim on October 11, 2024
Q: I am currently doing my quarterly rebalancing and need to up my US holdings. My current US holdings include in APPL, BRK.B, XOM, JPM, MCD, MSFT, and V. What are your current favorite longer term buys in the US ?
Read Answer Asked by Mark on October 11, 2024
Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter
Read Answer Asked by Peter on October 09, 2024
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Read Answer Asked by Jeff on October 08, 2024
Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.
Read Answer Asked by GREGORY on September 17, 2024
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